Edward Jones - Financial Advisor: Chad Wester, CFP®
Why pick this one
Chad Wester, CFP® specializes in retirement income strategies and is located in Knightdale, NC.
Best for
- clients planning for retirement
- individuals looking for wealth management
- families planning college savings
Look elsewhere if
- clients needing investment management for less than $500,000
- those looking for high-frequency trading services
Specialties
- Retirement Income Strategies
- College Savings
- Wealth Strategies
- Intergenerational Planning
- Business Retirement Plans
Certifications
- CFP®
What makes them different
- Accepting new clients with a focus on individuals planning to invest $500,000 or more
- Offers a complimentary introductory consultation
- Located in Knightdale, NC
- Serves
- Knightdale
Distilled from this business's own website.
Contact & Location
- Address
- 6845 Knightdale Blvd, Suite 105, Knightdale, NC 27545
- Phone
- 9846466268
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- chad.wester@edwardjones.com
Services
- Financial Advisory Services